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Sales Operations Coordinator

Precoa
  • Portland, OR
  • $45,000–$60,000 Per Year
  • Instant Apply
1 day ago
Precoa

Job Description

Sales Operations Coordinator   

Coordinate the Details That Keep Sales Moving Forward

You’re the person who makes sure nothing falls through the cracks. Your organization, communication, and follow-through are top-notch, and you do your best work when the projects you coordinate land cleanly. You may not have every answer, but you know which questions to ask to get there fast.

This role puts you at the center of our Sales Operations team. You’ll support Sales Operations Associates and partner with departments across the company on lead generation and implementation. You’ll build real business knowledge and see how your work helps our field teams connect with families.

What You’ll Do (and Why You’ll Love Doing It)

Be the go-to partner for Sales Operations Associates

  • Support the day-to-day work of the Sales Operations team and build strong relationships across Field Management, Marketing, Sales Development, and the Data Team. You’ll become the person people count on, and you’ll gain a clear view of how the business runs.

Keep our CRM accurate and our leads moving

  • Update and maintain the CRM and oversee the weekly lead import process. Clean, timely data is what lets field teams act with confidence, and you’ll own that foundation.

Create marketing pieces our field teams put to work

  • Design and manage marketing materials, including surveys and mailable pieces, using tools like Canva, Swell, Adobe Suite, and Google Drive. You’ll see your work in the hands of the field, and you’ll sharpen creative and project management skills along the way.

Turn data into answers

  • Pull data and manage report subscriptions from SSRS, Tableau, and our CRM, and prepare custom reports as needs come up. You’ll strengthen your analytical skills and become a trusted source of insight for weekly and monthly account reporting.

Grow with a team that supports you

  • You’ll join a tight-knit team that helps each other succeed. You’ll learn new systems, take on new projects, and build skills that open doors in operations, marketing, and analytics.

Ready to bring your organization and creativity to a team that keeps sales moving?

For a complete job description, please see the Dropbox link here. 

Requirements

If you have these skills, we want to talk with you!

  • 1-2 years of administrative or customer service experience, or an undergraduate degree
  • Advanced typing proficiency (75 wpm)
  • Proficiency in Microsoft Office, Google Drive, Zoom, Adobe Suite, and CRM systems, plus a real interest in learning new platforms quickly
  • Familiarity with report servers such as SSRS and Tableau
  • Strong attention to detail, time management, and written and verbal communication

Benefits

What we offer you as part of #PrecoaLife

  • Competitive exempt salary based on experience
  • 18 days PTO and 10 paid holidays annually
  • Minimum 6 weeks of paid parental leave at 100% of your regular pay
  • Medical insurance with a competitive deductible and a broad national provider network
  • Dental insurance, 100% employer paid for employee-only coverage, plus vision plans
  • Employer-funded health care flexible spending account
  • 401k with a 50% employer match on your first 4% of contributions - you’re fully vested in employer contributions from day one!
  • Employer-paid life insurance equal to 1x your annual salary, with buy-up options available
  • An employment anniversary program that rewards your time with us through sabbaticals, international trips, and more!

About Precoa

At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.

If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.

We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian’s Top Workplaces for 15 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.

Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.

Numbers & Facts

LocationPortland, OR
IndustryAdvertising and PR Services
Salary$45,000–$60,000 Per Year
Company Size100 to 499 employees
Year Founded2004
Websitehttps://careers.precoa.com

Benefits

Paid Sick Days, Parking, Performance Bonus, Professional Development, 401K, Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Work From Home, Life Insurance

About Company

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️.

Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 12 consecutive years, and we support our external and internal partners with these core values in mind. 

Our culture commitments to our employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.

Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

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Skills

  • Administrative Skillsunmatched
  • Adobe Product Familyunmatched
  • Analysis Skillsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Data Cleaningunmatched
  • Detail Orientedunmatched
  • Field Marketingunmatched
  • Follow Throughunmatched
  • Lead Generationunmatched
  • Marketingunmatched
  • Materials Managementunmatched
  • Microsoft Officeunmatched
  • Operational Supportunmatched
  • Organizational Skillsunmatched
  • Partner Salesunmatched
  • Presentation/Verbal Skillsunmatched
  • Project/Program Coordinationunmatched
  • Project/Program Managementunmatched
  • Reporting Skillsunmatched
  • SQL Server Reporting Services (SSRS)unmatched
  • Salesunmatched
  • Sales Operationsunmatched
  • Sales Supportunmatched
  • Tableauunmatched
  • Time Managementunmatched
  • Typingunmatched

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